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萬馬股份(002276.SZ)與鎮海煉化等共同投資一體化項目立項

格隆匯8月12日丨萬馬股份(002276.SZ)公佈,2024年8月7日,公司第六屆董事會第二十七次會議審議通過《關於與鎮海煉化等共同投資一體化項目立項的議案》,子公司浙江萬馬高分子材料集團有限公司(以下簡稱"萬馬高分子")與中石化寧波鎮海煉化有限公司(以下簡稱"鎮海煉化")、寧波市中浦石化投資集團有限公司(以下簡稱"寧波中浦石化")擬共同簽署《合資意向書》,各方有意立項並論證開展高分子材料一體化項目投資建設經營,共同出資設立合資公司,合資公司股權比例擬定萬馬高分子、鎮海煉化及寧波中浦石化各佔55%、40%、5%,旨在發揮各方的技術優勢與市場優勢,做強做大新材料業務。

一體化合作項目範圍包括:30萬噸/年化學交聯電纜料、40萬噸/年硅烷交聯電纜料及原料倉庫/包裝等相關配套設施。甲方承諾優先保證合資公司產能投資和發揮利用,未來新建中低壓交聯聚烯烴電纜料一體化項目優先通過合資公司開展。

未來,各方可就40萬噸/年FDPE裝置、30萬噸/年PP裝置納入合資公司合作探討可行性。

本次投資是萬馬高分子應對外部日益激烈的競爭,踐行"規模化發展、總成本領先"戰略的需要。萬馬高分子通過和上游石化企業的合作,將上游石化基料的生產和下游電纜料的生產結合成一個連續的生產步驟,降低中間成本,將進一步提升產品競爭力,鞏固和提升公司產品的市場份額,從而推動公司主營業務可持續增長。

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